See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,989 | $71,050-19.8% | $93,606-39.1% | $80,856-29.5% |
| Participation rate | 62.4% | 60.4%+2.0pp | 68.7%-6.4pp | 67.6%-5.3pp |
| Annual return | 17.38% | 11.26%+6.1pp | 133.20%-115.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,897 | $1,564+21.3% | $2,420-21.6% | $2,755-31.1% |
| Participant deferral / active EE | $3,256 | $4,034-19.3% | $4,411-26.2% | $4,296-24.2% |
| Admin fee / account holder | $1,178 | $6,945-83.0% | $8,285-85.8% | $6,918-83.0% |